CRM RFP template: what it is and how it can help your business
Shortly put, request for proposal (or RFP) is a formal way of getting information on a product or service from a vendor. It allows people to specify the problem they struggle to solve and invites vendors to suggest solutions. CRM RFP template is a comprehensive list of all the things that you need your CRM to do.
When creating CRM RFP template, there are some things to be considered. First and foremost, the questions you ask should be very specific. Also, it’s highly recommended that you share internal information about your business processes and needs with the vendors to whom you are writing.
The perfect time for creating CRM RFP template is when you have a clear understanding of your business needs and when you're ready to buy a new CRM. In most cases, CRM RFP drafts are used to help business owners compare vendors based on their project scope and priorities.
What makes CRM RFP templates so popular is that they are very comprehensive. They offer side-by-side, fact-based comparison of vendor’s capabilities. This helps to narrow down the list of candidates and speed up the vendor selection.
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The ultimate guide on how to write a CRM RFP template
Let’s face the truth: writing a request for proposal can be tough, even for professionals.
The handy tips below will help you cope with the aforementioned task in the shortest time possible.
Doing prep work and clarifying the process
Before you start writing a CRM RFP template, ask your team whether there is a need for you to start with a request for information (RFI) instead. Define what tools you are using right now. Think on what functionality they lack and determine what you want to get from a new CRM in the end.
Choosing scoring criteria
Gather your team and define your evaluation categories. Determine how important is each category. Make the list of the most important and less important evaluation criteria.
Establishing “deal breakers”
Another great suggestion is to decide what would immediately disqualify a vendor if they couldn’t do or provide the functionality you are looking for. Ask your team to create a list of must-have features for CRM to provide.
Asking open and closed questions
This one is all about asking specific, detailed questions, while keeping an open mind. By doing so, you give providers room to surprise and impress you, while also being measurable. It works as follows: the specifics helps vendors better understand your needs, while the open mind gives them the opportunity to offer a feature you might not have expected.
It’s vital that you ask potential CRM vendors for specifics like trial and warranty restrictions. Ask who their competitors are, what make them stand apart from the competition. Specify how long CRM implementation takes.
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